DFX Intelligence

C•••••••• C••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

C•••••••• C••••••

C•••••••• C•••••• LP, CRD 304370

NEW YORK, NY

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Search this name across graphsid dfx:ria:c78be012-d832-efb3-f057-7754907b38fa

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 9
On other graphs: 0
Observed: Jul 15, 2019 to Mar 31, 2026
11 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.4B••• Locked
Discretionary RAUM: $2.4B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 12

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
C•••••••• C•••••• M••••• L•	Hedge Fund	$2.4B	Mar 31, 2026	158	Jul 15, 2019	reported	021-390655

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A•••••••• R••••• E•••• T••••••	LIMITED PARTNER	C	yes	06/2019	Jul 15, 2019	Mar 22, 2024
A•••••••• R••••• E•••• T••••••	MANAGING PARTNER	Na	yes	06/2019	Jul 15, 2019	Mar 22, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
C•••••••• C•••••• D••••••• G• L•	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.4B	$1.8B	34.3%	$815M	42.7%	12	12	0	0

Relationships

Advises (1)

→ C•••••••• C•••••• M••••• L•Private fundHedge Fund, IA
Jul 15, 2019 to presentfactForm ADV

Controls (3)

← K••••••• M••••••• J•••••••OwnerMEMBER, ownership code C, individual
Jul 15, 2019 to Mar 22, 2024factForm ADV
← A•••••••• R••••• E•••• T••••••OwnerMEMBER, ownership code C, individual
Jul 15, 2019 to Mar 22, 2024factForm ADV
← C•••••••• C•••••• G• L••OwnerGENERAL PARTNER, ownership code NA, domestic entity

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
••• Locked
Form ADVobserved 8 days ago
$606M
Occurred
Mar 31, 2026
Ria private fund assets change
••• Locked
Form ADVobserved today
$1.0B
Occurred
Mar 31, 2026
Private fund gav change
••• Locked
Form ADVobserved today
$1.0B
Occurred
Mar 27, 2025

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c78be012-d832-efb3-f057-7754907b38fa
First observed: Jul 15, 2019
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.